Inspirion Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 14,949 shares of IVW stock, worth $1.53 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

14,949

Previous 14,967 0.12%

Holding current value

$1.53 Million

Previous $1.43 Million 5.86%

% of portfolio

0.21%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$94.43 - $105.47 $1,699 - $1,898	-18 Reduced 0.12%	14,949 $1.52 Million
Q3 2024 Oct 04, 2024	SELL	$84.77 - $97.13 $61,288 - $70,224	-723 Reduced 4.61%	14,967 $1.43 Million
Q2 2024 Jul 12, 2024	SELL	$79.31 - $93.31 $31,724 - $37,324	-400 Reduced 2.49%	15,690 $1.45 Million
Q1 2024 Apr 12, 2024	BUY	$72.87 - $85.14 $10,201 - $11,919	140 Added 0.88%	16,090 $1.36 Million
Q4 2023 Jan 10, 2024	SELL	$65.78 - $75.4 $6,972 - $7,992	-106 Reduced 0.66%	15,950 $1.2 Million
Q2 2023 Jul 20, 2023	SELL	$63.21 - $70.48 $13,084 - $14,589	-207 Reduced 1.27%	16,056 $1.13 Million
Q1 2023 Apr 07, 2023	SELL	$57.25 - $63.89 $75,341 - $84,079	-1,316 Reduced 7.49%	16,263 $1.04 Million
Q4 2022 Jan 18, 2023	SELL	$56.73 - $63.56 $182,613 - $204,599	-3,219 Reduced 15.48%	17,579 $0
Q3 2022 Oct 18, 2022	BUY	$57.85 - $71.43 $132,129 - $163,146	2,284 Added 12.34%	20,798 $1.2 Million
Q2 2022 Jul 27, 2022	BUY	$58.13 - $77.8 $1.08 Million - $1.44 Million	18,514 New	18,514 $1.12 Million

Others Institutions Holding IVW

# of Institutions

1,851

Shares Held

415M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Inspirion Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History